Livelsberger Financial Advisory

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2015721
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13F Reported Value

$0

Holdings

1

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

Livelsberger Financial Advisory disclosed 1 positions worth $0 in its Form 13F-HR for Q4 2025, led by $NOV (NOV Inc.). During the quarter the fund opened 1 new position and exited 6 — including a new stake in $NOV and a full exit from $ABBV. The portfolio is most concentrated in Energy (0.0% of disclosed assets). All figures are sourced directly from Livelsberger Financial Advisory’s Form 13F-HR filing with the SEC under CIK 2015721.

AUM History

Quarterly Activity — Q4 2025

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Top Holdings

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32-signal composite ranking on each of Livelsberger Financial Advisory's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Energy

Full Holdings — Livelsberger Financial Advisory (Q4 2025)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1NOV$NOVNOV Inc.$0NEW50.1

New Positions (1)

NOV$NOV NOV Inc.$0

Exited Positions (6)

ABBV$ABBV AbbVie Inc.
AAPL$AAPL Apple Inc.
ABT$ABT ABBOTT LABORATORIES
PH$PH Parker-Hannifin Corp
MSFT$MSFT MICROSOFT CORP
XOM$XOM EXXON MOBIL CORP

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AI-Powered Hedge Fund Analysis: Livelsberger Financial Advisory

13F Pro is an AI hedge fund tracker and stock research platform. For Livelsberger Financial Advisory (SEC CIK: 2015721), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Livelsberger Financial Advisory's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.